UBS Asset Management Process

Creating added value, step by step

When it comes to managing your assets, we leave nothing to chance. Our structured investment process regulates who does what and when, ensuring that our experts work together to the best possible effect and create added value with each step.

We identify your needs and draw up your risk profile. We then use this as a basis for defining your strategic and tactical asset allocation with the help of our global research network. Following this we select the investment instruments that match your profile and ensure that they are integrated into your portfolio as quickly as possible. Finally we monitor your assets using state-of-the-art risk management tools.